• Fund Type: Open-End Fund
  • Objective: Value Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

American Independence Stock Fund

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ISFRX:US

Snapshot for American Independence Stock Fund (ISFRX)

Year To Date: - 3-Month: - 3-Year: - 52-Week Range: -
1-Month: - 1-Year: - 5-Year: - Beta vs RLV: -

Mutual Fund Chart for ISFRX

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  • ISFRX:US
  • 1M
  • 1Y
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Fund Profile & Information for ISFRX

American Independence Stock Fund is an open-end fund incorporated in USA. The Fund's objective is long-term capital appreciation. The Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks and at least 65% of its total assets in such stocks issued by U.S. companies with large market capitalizations (over $5 billion).

Inception Date: -- Telephone: 1-888-266-8787
Managers: RICHARD K BAIRD "RICK"
Web Site: www.aifunds.com

Fundamentals for ISFRX

NAV -
Assets (M) (on 2014-04-17) 132.27
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for ISFRX

No dividends reported

Fees & Expenses for ISFRX

Front Load -
Back Load -
Current Mgmt Fee -
Redemption Fee -
12b1 Fee -
Expense Ratio -

Top Fund Holdings for ISFRX

Filing Date: 03/31/2014
Name Position Value % of Total
Federated Government Obligatio 5,774,299 5,774,299 4.331%
International Business Machine 21,200 4,080,788 3.061%
Occidental Petroleum Corp 41,500 3,954,535 2.966%
ProShares UltraPro Short S&P 5 67,000 3,759,370 2.819%
General Motors Co 108,000 3,717,360 2.788%
NCR Corp 100,000 3,655,000 2.741%
Aflac Inc 57,800 3,643,712 2.733%
JPMorgan Chase & Co 60,000 3,642,600 2.732%
Chevron Corp 30,000 3,567,300 2.675%
Celanese Corp 64,000 3,552,640 2.664%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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